Forms Library

Finance Forms

Finance forms, or often referred to as financial documents, are financial statements that report financial information. Businesses are the primary users of financial documents, but individuals may also use them to track their finances. Some of the most used financial documents are balance sheets, income statements, and cash flow statements.
G-1450
G-1450 AUTHORIZATION FOR CREDIT CARD TRANSACTIONS
Washington Promissory Note Installment
Washington Promissory Note Installment Washington Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Audit Checklist
Audit Checklist The audit checklist form consists of a questionnaire template, procedures, and other relevant information that is used to verify whether the audit is performing accordingly.
Texas Promissory Note Installment
Texas Promissory Note Installment Texas Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Oklahoma Promissory Note Installment
Oklahoma Promissory Note Installment Oklahoma Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Pay Stub (No DBA)
Pay Stub (No DBA) Calculate employee payroll and complete pay stubs with this form
Invoice Template
Invoice Template a document sent to a buyer that specifies the amount and cost of products or services that have been provided by a seller
Property Exemption
Property Exemption The Property Exemption Form is used to set apart the items that are exempted as provided by the law. The person who signed the form may list all the items and the reason the item is not allowable. This form protects both the parties from any abuse of contract.
Credit Analysis Worksheet Ltv and Income Ratios Hud 92900 Ws
Credit Analysis Worksheet Ltv and Income Ratios Hud 92900 Ws This form is used by a loan broker or lender when processing a mortgage application to calculate the borrower's debt-to-income (DTI) ratios and the loan-to-value (LTV) ratio for the financing.
DS-3072
DS-3072 REPATRIATION/EMERGENCY MEDICAL AND DIETARY ASSISTANCE LOAN APPLICATION
Rhode Island Promissory Note Installment
Rhode Island Promissory Note Installment Rhode Island Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Adverse Action Notice
Adverse Action Notice This is a template used to create and fill-out an Adverse Action Notice Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)
T1157
T1157 Changes on how child support payments are being taxed to divorced parents in Canada
Security Deposit Demand letter
Security Deposit Demand letter A Security Deposit Demand letter is from a tenant to a landlord regarding a security deposit. It sets out the names of the parties and the date of the lease agreement. Also, it sets out the remedies that will be taken if the security deposit is not returned.
1095-A (2017)
1095-A (2017) Form 1095-A is an IRS form for individuals who enroll in a Qualified Health Plan (QHP) through the Health Insurance Marketplace.
Sales Invoice
Sales Invoice A Sales Invoice is a document sent to a customer with a list of products or services from a seller. It also includes their prices, any sales tax, the total amount, and the date before which the customer must pay.
Promissory Note with a Set Term of Repayment
Promissory Note with a Set Term of Repayment A Promissory Note with a Set Term of Repayment is used when a lender loans money based on a set repayment schedule. It sets out the amount of the payments, the term of the loan, and the interest rate. It also sets forth the remedies which may be taken in the event of default.
Chapter 13 Voluntary Petition
Chapter 13 Voluntary Petition A debtor who personally wants to file for bankruptcy will file a voluntary petition. The debtor voluntarily chooses to enter into bankruptcy. must disclose all of your financial information on official bankruptcy forms.
Debt Forgiveness Letter
Debt Forgiveness Letter Debt Forgiveness Letter is used to inform an individual of a cancellation of a debt amount. The recipient of this letter will no longer be subject to paying collection with this letter as proof.
North Dakota Promissory Note Installment
North Dakota Promissory Note Installment North Dakota Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Official Demand Letter
Official Demand Letter Demand Letter is used to request a debtor to settle payments. This is usually the last notice containing details of the debt, proof of the money owed, and consequences for non-payment.
Monthly Bookkeeping Record
Monthly Bookkeeping Record This is a template used to create and fill-out a Monthly Bookkeeping Record Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)
SF 24
SF 24 This form is authorized for use when a bid guaranty is required. Any deviation from this form will require the written approval of the Administrator of General Services.
Louisiana Promissory Note Installment
Louisiana Promissory Note Installment Louisiana Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Wisconsin Promissory Note Installment
Wisconsin Promissory Note Installment Wisconsin Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Authorization to Release Credit Information
Authorization to Release Credit Information This template is used to authorize the release of all the credit information within the owner of the account, it is usually requested if the owner of the account has a conflict within the holder or the bank.
Operating Expenses
Operating Expenses Operating expenses are expenditures related to day-to-day business activities. It is necessary to run a business but if expenses exceed the total revenue, the company will not make any profit that is why selling the company's product or service efficiently is important.
Pay Stub
Pay Stub Calculate employee payroll and complete pay stubs with this form. A pay stub, payslip, or paycheck stub, is a document that an employer attaches to an employee’s paycheck on a payday.
Balance Sheet
Balance Sheet Balance Sheet also known as Statement of Financial Position is a financial statement indicating the Assets, Liabilities and Equity of on business. Asssets should be equal to Liabilities plus Equity.
Credit Freeze Letter
Credit Freeze Letter This is a template used to create and fill-out a Credit Freeze Letter Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.
Expense Payment Approval Letter
Expense Payment Approval Letter This Expense Payment Approval Letter informs an individual that an expense payment request has been approved. This expense approval letter sets out what was purchased and the total reimbursement. This Expense Payment Approval Letter also asks that receipts be submitted for any expenses.
Utah Promissory Note Installment
Utah Promissory Note Installment Utah Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Agreement to Modify a Promissory Note
Agreement to Modify a Promissory Note This form is used by a mortgage lender, their servicing agent or a broker when arranging the modification of the mortgage note, to set forth the terms sought in the modification effort.
Safe Deposit Box Inventory
Safe Deposit Box Inventory This is a template used to create and fill-out a Safe Deposit Box Inventory Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.
Security Deposit Return Letter
Security Deposit Return Letter This is a template used to create and fill-out a Security Deposit Return Letter Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.
1095-A (2018)
1095-A (2018) Health Insurance Marketplaces furnish Form 1095-A to IRS to report certain information about individuals who enroll in a qualified health plan through the Health Insurance Marketplace.
HUD-1
HUD-1 Form HUD-1, Settlement Statement, is a form used by the Department of Housing and Urban Development. This form is also known as a Closing Sheet, which is used when a party is purchasing or refinancing real estate.
Promissory Note with Multiple Options
Promissory Note with Multiple Options A Promissory Note with Multiple Options is a document to accept payment through installments or full payment on a certain date. It sets out the names of both parties, the amount of the loan. It also states the payment due (one option) or an installment arrangement (second option).
Check Register
Check Register A check register typically calculates a running balance in the checking account.
Debt Release Letter
Debt Release Letter Debt Release Letter is a receipt sent to a debtor and any third parties to inform that outstanding debts were already settled. Usually sent after final payment as proof to the credit reporting agency.
Nebraska Promissory Note Installment
Nebraska Promissory Note Installment Nebraska Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
1845 0120
1845 0120 Borrowers who have defaulted on their Direct Loan or FFEL Program loans may remove those loans from default through a process called rehabilitation.
Pay Slip
Pay Slip Calculate employee payroll and complete pay stubs with this form
Notice of Dishonored Check
Notice of Dishonored Check A Notice of Dishonored Check will notify a debtor that a certain check has been dishonored for insufficient funds. It sets out the name of the involved person, the check number, and the amount. It also sets forth the time in which sending a replacement check and any legal remedies may be taken.
Late Payment Provisions Addendum to Promissory Note
Late Payment Provisions Addendum to Promissory Note This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to include a late payment provision in the promissory note.
West Virginia Promissory Note Installment
West Virginia Promissory Note Installment West Virginia Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Balance Sheet Financial Statement Assets Liabilities and Net Worth
Balance Sheet Financial Statement Assets Liabilities and Net Worth This form is used by a loan broker when processing a mortgage application, to be prepared by the borrower for the loan broker to determine the borrower's net worth.
Credit Memo
Credit Memo This is a template used to create and fill-out a Credit Memo Form which is used to issue a document notifying the buyer of the amount it owes after an invoice is sent out.
Oregon Promissory Note Installment
Oregon Promissory Note Installment Oregon Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Pay Stub Flat Rate
Pay Stub Flat Rate Pay stub flat rate is a document attached to the paycheck that an employee receives either as a notice that the direct deposit transaction has gone through.
Loan Estimate
Loan Estimate This form is used by a loan broker when arranging a mortgage, to disclose all estimated settlement charges the borrower will incur on closing.
Expense Report
Expense Report This is a template used to create and fill-out an Expense Report Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)
Virginia Promissory Note Installment
Virginia Promissory Note Installment Virginia Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
All Inclusive Trust Deed Addendum Equity Payoff
All Inclusive Trust Deed Addendum Equity Payoff This form is used by an agent or escrow officer when a seller of property carries back an all-inclusive note and trust deed (AITD) evidencing a principal debt which includes the balance owed on an existing mortgage and the payoff demand negotiated is payment of the difference between the amount remaining unpaid on the AITD note and the underlying mortgage, to prepare and attach as a referenced addendum to a regular trust deed.
T778
T778 People claiming a child care expense deduction is recommended to use the T778 form designed. This deducts your income and saves you tax at your minimal tax rate. Child care expenses serve a deduction and not a tax credit.
Settlement Disbursal Sheet
Settlement Disbursal Sheet A Settlement Disbursal Sheet is a detailed statement of a net payment to a client once an attorney has settled a case.
8889 (2017)
8889 (2017) The given form must be completed by a healthcare professional who is conducting a PPD skin test. A PPD skin test, also known as Mantoux test, is recommended to determine whether the patient has developed an antibody response to the bacteria causing tuberc
HUD - Good Faith Estimate
HUD - Good Faith Estimate A HUD-GFE is a form that a lender must give when you apply for a reverse mortgage. The HUD-GFE lists basic information about the terms of the mortgage loan offer.
Promisorry note on Demand
Promisorry note on Demand A Promissory note on Demand is between a borrower and a lender who can demand that principal and interest shall pay immediately. It sets forth the names of the parties, the amount of the note, and the interest rate. It does not also contain a prepayment penalty.
Closing Disclosure
Closing Disclosure The Closing Disclosure includes the loan terms, your projected monthly payments, and how much you will pay in fees and other costs to get your mortgage (closing costs).
Debt Settlement Agreement
Debt Settlement Agreement Debt Settlement Agreement is used to confirm in writing the details discussed by a creditor and a debtor to settle a debt. It is usually used when an individual wants to make a final payment for a debt.
South Dakota Promissory Note Installment
South Dakota Promissory Note Installment South Dakota Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Accounts Receivable Aging Report
Accounts Receivable Aging Report This is a template used to create and fill-out an Accounts Receivable Aging Report Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.
Request for Nod and Nodq by Junior Trust Deed Beneficiary
Request for Nod and Nodq by Junior Trust Deed Beneficiary This form is used by an escrow, lender or carryback seller when recording a junior trust deed or a change of address, to request a senior lienholder to send the junior lienholder a copy of any notice of default (NOD) the senior lienholder may record and a notice of delinquency (NODq) on a default in payments owed the senior lienholder.
Payroll Deduction Authorizaton
Payroll Deduction Authorizaton Payroll Deduction Authorization form or other document designated by the Company as the required evidence of an Employee's election to make voluntary cash contributions through an automatic payroll deduction mechanism.
Mechanic's Lien Release
Mechanic's Lien Release A Mechanic's Lien Release is used to verify that there are no current liens against property or project. It sets out the property location and identification of the contractor and subcontractor.
Wyoming Promissory Note Installment
Wyoming Promissory Note Installment Wyoming Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Bank Reconciliation
Bank Reconciliation The process of comparing the amounts in the Cash account in the general ledger to the amounts appearing on the bank statement.
Credit Report Dispute Letter
Credit Report Dispute Letter A credit report dispute letter is a document you can send to the credit bureaus to point out inaccuracies on your credit reports and to request the removal of the errors.
Outstanding Invoices
Outstanding Invoices This is a template used to create and fill-out a Outstanding Invoices Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.
DD  200 (2017)
DD 200 (2017) The DD Form 200 is available on the Department of Defense documentation website or can be supplied through the chain of command.
Standard Promissory Note
Standard Promissory Note Standard Promissory Note contains a written promise of a party to pay another party on a specified future date.
Financial Disclosure for Reasonable and Affordable
Financial Disclosure for Reasonable and Affordable This form is provided by loan holders or servicers to Direct loan borrowers who are trying to rehabilitate their defaulted loans, but objected to the payment amount the loan holder calculated for them.
Nevada Promissory Note Installment
Nevada Promissory Note Installment Nevada Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Appraisal Worksheet
Appraisal Worksheet This is a template used to create and fill-out an Appraisal Worksheet Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)
Truth In Lending Statement
Truth In Lending Statement This is a template used to create and fill-out a Truth In Lending Statement Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.
Rebate Tracker
Rebate Tracker This is a template used to create and fill-out a Rebate Tracker Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.
Bank Statement
Bank Statement An Bank Statement is used to summarize transactions during a specified period.
Hawaii Promissory Note Installment
Hawaii Promissory Note Installment Hawaii Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Promissory Note
Promissory Note Promissory Note is also referred as an note payable which is a form of a legal instrument of one party that promises to pay money to another party.
Collateral Receipt
Collateral Receipt This is a template used to create and fill-out a Collateral Receipt Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)
Dock Receipt
Dock Receipt This is a template used to create and fill-out a Dock Receipt Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.
Monthly Bank Reconciliation
Monthly Bank Reconciliation This is a template used to create and fill-out a Monthly Bank Reconciliation Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)
Accounts Receivable Ledger
Accounts Receivable Ledger This is a template used to create and fill-out an Accounts Receivable Ledger Form which is a document recording the transactions of an account.
Western Union Money Order Customer Request
Western Union Money Order Customer Request Money Order Customer Request Form is filled if the Western Union Money Order is lost, stolen, destroyed or not-used. Purchaser must fill this form to request with Receipt or the Money Order.
Promissory Note With Balloon Payments
Promissory Note With Balloon Payments A Promissory Note With Balloon Payments is used by the lender to make a loan based on the final large (balloon) payment of the borrower at the end of the note's term. It sets out the amount of required monthly payments, the note's term, and the amount of the balloon payment.
1040A or 1040 (Schedule M)
1040A or 1040 (Schedule M) Use Schedule M to figure the making work pay credit. This credit may give you a refund Making Work even if you do not owe tax.
Insurance Worksheet
Insurance Worksheet This is a template used to create and fill-out an Insurance Worksheet Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.
Vermont Promissory Note Installment
Vermont Promissory Note Installment Vermont Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Basic Invoice Template
Basic Invoice Template This is a template used to create and fill-out a Basic Invoice Template Form with fields for your name and contact details, your customer’s name and contact details, a unique invoice number, date of invoice, description of the goods or services, and total amount.)
Personal Loan Agreement Template
Personal Loan Agreement Template A personal loan agreement is a document that is agreed upon by a lender and a borrower to set the terms and conditions of a loan. This document is considered to be a contract and therefore both parties are expected to abide by its terms, conditions, and governing laws.
Pennsylvania Promissory Note Installment
Pennsylvania Promissory Note Installment Pennsylvania Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
SSA-11-BK
SSA-11-BK Form SSA-11-BK is a document a potential payee completes to apply to be a payee. Use it only when it is not possible to use the eRPS. For example, applications for undocumented aliens must be taken on the paper form.
Mileage Reimbursement Form
Mileage Reimbursement Form It's important to keep good business mileage records so that you have the information you need for either completing your company's mileage reimbursement form or for determining the mileage deduction on your tax return.
Final Payment Demand Letter
Final Payment Demand Letter A Final Payment Demand Letter is the final letter sent in attempt to collect a debt or repayment. The letter is sent prior to a collector or financial institution filing legal action against a debtor.
New York Promissory Note Installment
New York Promissory Note Installment New York Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Paid Debt Removal Request Letter
Paid Debt Removal Request Letter Pay To Remove a Debt letter is used to offer an amount for removing information from a credit report (usually 40% of the original amount) on the three (3) credit reporting agencies: Experian, Equifax, and TransUnion.
SEC 3
SEC 3 It is an important step to help regulate insider trading, which is an individual’s buying or selling of a security based on material non-public information. Filing Form 3 helps disclose who these insiders are and track any suspicious behaviors.
North Carolina Promissory Note Installment
North Carolina Promissory Note Installment North Carolina Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Pay Stub (w/ Calculator)
Pay Stub (w/ Calculator) Calculate employee payroll and complete pay stubs with this form
House Loan Amortization Schedule
House Loan Amortization Schedule An House Loan Amortization Schedule is a table detailing each periodic payment on an amortizing loan, as generated by an amortization calculator. Amortization refers to the process of paying off a debt over time through regular payments
Mutual Release of Liability
Mutual Release of Liability This is a template used to create and fill-out a Mutual Release of Liability Form.
Consumer Loan Agreement Template
Consumer Loan Agreement Template A loan agreement is a written agreement between a lender and a borrower of funds. As a lender, this document is very useful as it legally enforces the borrower to repay the loan.
Donation Receipt
Donation Receipt A donation receipt is proof that a donor made a charitable contribution to a nonprofit.
Tennessee Promissory Note Installment
Tennessee Promissory Note Installment Tennessee Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Accounts Receivable Template
Accounts Receivable Template An Accounts Receivable Template is a document stating the payments that will be received from a sale of goods or services done by installment.
Request for Verification of Mortgage
Request for Verification of Mortgage This form is used by a loan broker or seller's agent when processing a mortgage application or an extension of credit by a carryback seller, to verify the payment history and terms of the borrower's existing mortgage.
Mutual Release
Mutual Release A Mutual Release is used when parties agree to release one another from any claims resulting from a specific circumstance. It relates to a contract or agreement, as well as accidents.
1040 Income Tax Return (2019)
1040 Income Tax Return (2019) Use Form 1040 to file an annual income tax return.
Balance Sheet
Balance Sheet A Balance Sheet, also known as a Statement of Financial Position, is a financial statement indicating the assets, liabilities, and equity of a business.
Promissory Notes with Equal Installments
Promissory Notes with Equal Installments A Promissory Notes with Equal Installments are used to arrange the repayment of a loan in monthly installments. It sets out the amount borrowed, the note term, and the number of installments. It also states that the borrower has the right to repay the note in full without penalty.
Biweekly Payroll Time Sheet
Biweekly Payroll Time Sheet Biweekly Payroll Time Sheet is used to calculate the work hours and pay periods of each employee every two weeks. It serves as a timetracking record for both employees and employers.
General Journal
General Journal A General Journal is a book of original entries, in which accountants and bookkeepers record raw business transactions, in order according to the date events occur. General journals are used to record data, the each page in the book features dividing columns for dates, serial numbers, debit and credit cards.
Mississippi Promissory Note Installment
Mississippi Promissory Note Installment Mississippi Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Profit and Loss Statement
Profit and Loss Statement A Profit and Loss Statement is a financial document that companies use to evaluate their financial status within a time period. It enables businesses to assess their financial performance.
Mileage Tracking and Reimbursement Form
Mileage Tracking and Reimbursement Form It's important to keep good business mileage records so that you have the information you need for either completing your company's mileage reimbursement form or for determining the mileage deduction on your tax return.
Form WH 347 (2008-2018)
Form WH 347 (2008-2018) This form may be used by contractors to submit certified weekly payrolls for contracts subject to the Davis-Bacon and related Acts.
Personal Bankruptcy
Personal Bankruptcy A Personal Bankruptcy Kit is used by individuals who are contemplating filing for bankruptcy. It contains relevant information about bankruptcy, including the documents needed in order to file the petition and how the bankruptcy process works.
Assignment of Mortgage
Assignment of Mortgage Assignment of Mortgage is the transfer of the mortgage account and all of the interest the original lender had under the loan to a new lender. Many banks and mortgage lenders sell outstanding loans in order to free up money to lend to new borrowers.
Ohio Promissory Note Installment
Ohio Promissory Note Installment Ohio Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Profit and Loss Statement Borrowers Financial Statement Fnma 1020
Profit and Loss Statement Borrowers Financial Statement Fnma 1020 This form is used by a loan broker when processing a mortgage application to be prepared by the borrower for the loan broker, to determine the borrower's sources and amounts of income, personal expenses and net income and set the borrower's debt-to-income (DTI) ratios.
Pay Stub w/ Calculator (No DBA)
Pay Stub w/ Calculator (No DBA) Calculate employee payroll and complete pay stubs with this form
Ins Cash Flow Analysis With Instructions Fnma 1084
Ins Cash Flow Analysis With Instructions Fnma 1084 This form with instructions is used by a loan broker when processing a mortgage application from a self-employed borrower as a worksheet for analysis of their income, to determine the sufficiency of a self-employed borrower's income and business expenses as creditworthy.
Past-Due Account
Past-Due Account This is a template used to create and fill-out a Past-Due Account Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.
Conversation Log Sheet Top of Stack
Conversation Log Sheet Top of Stack This form is used by a loan broker when setting up a file on receipt of a mortgage application, to chronologically document conversations and contacts with various parties during their processing of the application.
Drawing Account
Drawing Account A drawing account is a financial account that essentially records owners’ drawings, that are withdrawn from a business by its owner(s) for their personal use. This ultimately reduces the total owner’s equity or the total capital of the business and is recorded in the drawings account.
South Carolina Promissory Note Installment
South Carolina Promissory Note Installment South Carolina Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Actor Pay Form
Actor Pay Form This is a template used to create and fill-out an Actor Pay Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)
T2220 (CA)
T2220 (CA) Online T2220 (CA)
Payroll Statement
Payroll Statement This is a template used to create and fill-out a Payroll Statement Form which is a document between a borrower and a lender containing details of the loan for record and tracking of payment.)
1095-A (2016)
1095-A (2016) Form 1095-A is an IRS form for individuals who enroll in a Qualified Health Plan (QHP) through the Health Insurance Marketplace.
Notice to Home Loan Applicant Credit Score Usage
Notice to Home Loan Applicant Credit Score Usage This form is used by a mortgage loan originator (MLO) when processing a consumer mortgage application, to notify the borrower of the lender's obligation to disclose to the borrower their credit scores and the Credit Bureaus used to obtain them.
Promissory Notes with On Demand Payments
Promissory Notes with On Demand Payments A Promissory Notes with On Demand Payments are used when a borrower agrees to repay a loan whenever the borrower demands repayment. It sets out the amount of the loan, interest rate, and the obligations of both borrower and lender.
Cash Flow Analysis Self Employed or Investor Fnma 1084
Cash Flow Analysis Self Employed or Investor Fnma 1084 This form is used by a loan broker when processing a mortgage application from a self-employed borrower as a worksheet for analysis of their income, to determine the sufficiency of the self-employed borrower's income and business expenses as creditworthy.
Debt Collection Letter
Debt Collection Letter Debt Collection Letter is a notice to a debtor who has an outstanding amount. It includes the debt amount, creditor's name and may contain a warning for legal actions if a debt is not settled.
Montana Promissory Note Installment
Montana Promissory Note Installment Montana Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.
Profit and Loss (Extended w/ Calculator)
Profit and Loss (Extended w/ Calculator) Profit and Loss Statement (Income Statement) is a form to show the profit or loss of a Business for a certain period.
Minnesota Promissory Note Installment
Minnesota Promissory Note Installment Minnesota Promissory Note is a unconditional promise in writing made by one person to another, signed by the maker, engaging to pay on demand or at a fixed or determinable future time, a sum certain in money, to or to the order of a specified person or to a bearer.

Finance forms play a vital role in decision-making involving finances. They allow individuals, businesses, and government entities to assess and understand their financial status and help them identify and resolve disputes.

Finance forms or financial forms are documents used to record and manage various types of finances, such as personal, corporate, and public. They are used to track business loans, sales, daily finances, and purchases.

Most finance forms used in loans are loan agreements, demand for payment letters, and other promissory notes.

Balance sheets, sales agreements, purchase agreements, and gift affidavits are finance forms designed to record sales and purchases. A Pay Stub, Pay Slip, and Bank Statement are forms used to report income, revenue, and other finances. Tax forms issued by the Internal Revenue Service are also considered finance forms.

Understand finance and its types

While finance is broadly associated with banking, credit, capital, debt, investment, and money, it also represents financial systems like money management and obtaining funds.

Finance is categorized into three types — personal, corporate, and public.

  • Personal Finance. Personal finance refers to the individual's financial situation and activity. It is also the process of planning and managing personal financial activities, such as making an income or profit, saving, spending, protection, and investing. Analyzing personal finance helps an individual generate strategies to achieve financial goals or manage expenses.
  • Corporate Finance. Corporate finance refers to a business or corporation's financial situation and activity. It includes investment decisions, funding sources, and capital structuring. Corporate finance needs to be determined for businesses to make competent decisions for short-term and long-term benefits. It involves financial planning and implementing ground rules or strategies to gain business goals.
  • Public Finance. Public finance covers the financial situation of a country. It refers to the undertaking of the government to manage a country's revenue, expenditures, including its debt. The progress of a country depends on how its government handles the basic needs of the public, including food, shelter, health, infrastructure, and education. Determining public finance plays a vital role in a country's growth and development.

Finance forms that might help you

IOU

An IOU is the abbreviation of the phrase "I Owe You." It is an informal document, considered non-binding, that simply records a transaction between two or more parties without complicated paperwork. These individuals may be close partners, family members, business partners, or friends. Although it is an informal document, it may serve as debt evidence in court in events of disputes.

Expense Reimbursement Request

When an employee incurs business-related expenses on behalf of a company, he or she may request expense reimbursement. He or she may file an Expense Reimbursement Request form, a document used to refund the money an employee paid during a business transaction for company benefits. It includes the mileage rate, transportation fees, telework expenses and equipment costs for remote working, and accommodation fees during a business meeting or travel. Employers are obligated to return all necessary and valid employee-incurred business expenses. If they refuse to do so, they may be charged with court claims, attorney fees, and court costs.

Family Loan Agreement

Families, close friends, or loved ones who lend money to each other may use a Family Loan Agreement to set forth their terms and agreements. It is a promissory note that contains the borrower's promise to pay the lender on demand or at a specified date. By filing a Family Loan agreement, the borrower assures the lender that the debt will be paid and their relationship as family members or friends will not be taken for granted. It helps the two parties to maintain a healthy borrower-lender relationship by showing respect and a sense of obligation.

Income Statement

An Income Statement form is a document used by businesses to report revenues and expenses for a particular accounting period. It helps them monitor their financial status and performance, giving them a chance to evaluate their losses and derive better solutions for further growth and development.

Balance Sheet

A Balance Sheet is an essential form to record a business's financial statement, including its assets, liabilities, and equities. It shows how a company is fairing in terms of its finances. A Balance Sheet helps companies determine if their finances are balanced. If the sum of the total amount of liability and equity is equal to the total amount of the company asset, there is a balance. If not, they may have to recheck the data on the Balance Sheet for mistakes. If there is none, it means there is a problem with how they manage their finances. A Balance Sheet is similar to a General Ledger. They are both used for tracking business finances. However, a General Ledger covers the entire financial transactions of a company.

Personal Financial Statement

An individual may use a Personal Financial Statement form to determine his or her net worth. It is a document that summarizes personal finances in a specific period, including an individual's assets, liabilities, and net worth. Assets refer to the things or properties an individual owns, while liabilities are the things or properties owed. It includes debt, credit, and other financial obligations. The total amount of liabilities must be subtracted from the total amount of assets to determine an individual's net worth or total wealth.

Form W-4, Employee's Withholding Allowance Certificate

Form W-4 by the Internal Revenue Service (IRS) is a tax form employees use to report their tax selections for federal tax withholding. By filing it, employers can withhold the correct federal income tax from their employees' pay. The IRS recommends that employees should furnish Form W-4 each year or when they undergo financial changes.

Form VA 22-1990, Application for VA Education Benefits

Form VA 22-1990 is a document by the Department of Veterans Affairs issued to applicants for educational assistance under specific benefit programs in the United States. Benefit programs include Post-9/11 GI Bill, Montgomery GI Bill (MGIB), Montgomery GI Bill Selected Reserve (MGIB-SR), and Veterans' Educational Assistance Program (VEAP). Form VA 22-1990 is a finance form under public finance, where the government sustains the educational needs of qualified U.S. citizens. The VA education benefits help sustain college and training program fees.